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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1776
Morse Asset Management
Connecticut
$1.01M +$33.5K +480 +3%
KFS
1777
Keynote Financial Services
Connecticut
$1.01M -$11.9K -170 -1%
PPWP
1778
Premier Path Wealth Partners
New Jersey
$1.01M -$25.5K -366 -2%
UWPG
1779
Ullmann Wealth Partners Group
Florida
$1.01M +$70 +1 +0%
AWM
1780
Allen Wealth Management
North Carolina
$1.01M +$45.3K +650 +5%
SCI
1781
Stableford Capital II
Arizona
$1.01M -$33.6K -482 -3%
PFA
1782
Pure Financial Advisors
California
$1.01M +$321K +4,608 +47%
SFG
1783
Sovereign Financial Group
Connecticut
$1M +$125K +1,787 +14%
TFS
1784
Targeted Financial Services
Florida
$1M +$1M +14,354 New
MFG
1785
Magnus Financial Group
New York
$1M +$32.4K +465 +3%
THCM
1786
Taylor Hoffman Capital Management
Virginia
$1M – – –
IP
1787
Ignite Planners
California
$1M +$54.4K +781 +6%
AIM
1788
Alhambra Investment Management
Florida
$1M – – –
IF
1789
Intrua Financial
Texas
$1M -$26.9K -386 -3%
EIM
1790
Essex Investment Management
Massachusetts
$1,000K – – –
AGWCA
1791
Annis Gardner Whiting Capital Advisors
Florida
$999K +$385K +5,517 +63%
RCWM
1792
Royal Capital Wealth Management
Indiana
$998K -$17.8K -255 -2%
BEC
1793
Blue Edge Capital
Virginia
$998K +$23.7K +340 +2%
MAM
1794
McLaughlin Asset Management
Illinois
$997K +$995K +14,268 New
SNBOSCI
1795
Security National Bank of Sioux City Iowa
Iowa
$996K +$11.4K +164 +1%
LKIM
1796
Lawson Kroeker Investment Management
Nebraska
$996K -$5.78M -82,918 -85%
HPIA
1797
Hamilton Point Investment Advisors
North Carolina
$996K +$74.6K +1,070 +8%
DBRC
1798
D.B. Root & Company
Pennsylvania
$996K -$134K -1,924 -12%
LF
1799
LifeSteps Financial
California
$995K +$14K +201 +1%
EWM
1800
Elite Wealth Management
Washington
$994K -$8.3K -119 -0.8%
70 71
72
73 74